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It is now more important than ever to guarantee the function, reliability, and general quality of software programs. By applying methodical procedures and approaches to assess and improve software performance, customer satisfaction is essential to reaching these goals. With technology developing at a breakneck speed, fresh and creative ideas are being developed to address the problems associated with software quality. Using AI testing solutions is one such approach.

Making software products adhere to or exceed standards of excellence is the goal of quality assurance efforts. Software quality is significant because it can improve software applications’ dependability, efficiency, usability, and security. When you Hire QA Testers, they aim to find flaws and vulnerabilities in software, hence reducing risks and guaranteeing end-user happiness, by putting strict testing procedures into place and doing in-depth code reviews. A lot of consideration has been paid to generative AI. Generative AI, in contrast to standard methods, makes use of machine learning approaches to produce novel and innovative results that depend on the data and patterns that it was initially developed with, rather than explicit rules and human-programmed commands.

A Synopsis of the History of QA 

Quality Assurance (QA) has evolved considerably over the years, moving from manual testing to generative AI, in response to the always-changing necessities of software development. Examining the history of quality assurance will help us understand how it has evolved from humble beginnings to the revolutionary period of generative artificial intelligence.

By Hand Examination 

Manual testing is where software testing got its start in history. Although manual testing was a good starting point, its use was constrained by its laborious complexity and the potential for error risk.

Automated Scripts 

Software testing has advanced significantly as a result of scripted automation. In order to reduce manual labor and increase productivity, test scripts were developed to automate repetitive test cases. But when it came to managing dynamic applications and changing software, scripting automation was limited. 

Tests Driven by Data 

The idea of leveraging data sets to conduct tests was first presented by data-driven testing. More thorough testing was made possible by this method, which also improved test coverage. Despite all of its usefulness, it mandated a lot of effort since test data had to be manually prepared and maintained.

Artificial Intelligence 

Software testing is the pioneer of generative AI testing solutions, which is modifying quality assurance approaches. Compared to data-driven testing, scripted automation, and manual testing, it is a major advancement. This ground-breaking solution automatically creates extensive and incredibly efficient test cases by leveraging the processing of natural languages along with advanced learning techniques. 

In addition to test automation, it includes defect analysis, intelligent test performance, machine learning for improved testing, and comprehensive test management. The next phase of testing lies in generative AI, which combines AI and test automation services to produce previously unheard-of levels of assurance regarding effectiveness, precision, and dependability.

Software Testing’s Use of Generative AI  

There is no doubt that the process of generating test cases can be significantly improved through the utilization of generative AI testing solutions. These advanced technologies have the capability to automate and optimize the test case generation process, leading to a more efficient and effective testing phase. By leveraging generative AI testing solutions, organizations can accelerate the testing process and enhance the overall quality of their software products.

The Benefits of Generative AI

The benefits of generative AI in test automation services become evident as more companies acknowledge its ability to improve the testing environment. Let’s examine the main benefits:

Qualitative Advantages of Generative AI 

With its unparalleled powers, generative AI turns into a game-changer in the ever-changing field of software testing. It’s important to revolutionize the testing procedure as a whole, not merely automate tests. 

AI-Driven Test Case Generation

Generative AI leverages data from various sources to use its data-crunching skills. This data is the foundation upon which a diverse range of test cases covering a broad range of scenarios is built. Moreover, when you Hire QA Testers, they create a strong basis for thorough testing, guaranteeing that every effort is made to provide software of the highest caliber. 

Analytics Predictive for Test Optimization

Predictive AI is evident in its ability to foresee probable bugs and perhaps more crucially to pinpoint high-risk regions in the codebase. This is similar to having an experienced navigator who finds the best route through the testing environment. The final result? an expedited testing procedure that maximizes work and resources.

Intelligent Test Execution

AI assumes the role of astute supervisor responsible for overseeing test execution. It reduces testing time and concurrently improves the feedback loop by carefully choosing the best test suite in response to individual code changes. Imagine traveling with an automatic tour guide that saves you time and makes sure you see the most interesting locations.

Improved Defect Analysis and Reporting

AI becomes a keen investigator, exploring the enigmas surrounding defects. By removing the layers and exposing the underlying reasons, it makes a precise and practical remedy possible. Moreover, it possesses the exceptional capability to automatically generate comprehensive defect reports, guaranteeing that all essential data is supplied without the need for human labor. 

A Holistic Perspective on Test Maintenance

Using a comprehensive strategy, generative AI smoothly incorporates data from multiple sources into the test and maintenance procedure. It explores the graphical elements, examines the underlying HTML code, and even interprets text that is legible by humans.

AI to take the position of software testers? 

Utilizing AI testing solutions responsibly is critical to address ethical issues and guarantee the responsible use of AI in software testing as these technologies develop. Important things to consider are as follows:  

Fairness and Bias

Generative AI models are trained on historical data, thoroughly selecting training data and assessing the equity of AI-generated results are crucial. 

Data protection and privacy

Using generative AI testing solutions requires evaluating huge datasets, some of which may contain private or sensitive information. User privacy must be protected by enforcing stringent data confidentiality and safety laws, getting consent from users, and putting robust safety precautions in place.

Explainability and Transparency

AI models, particularly generative AI based on deep learning, can be intricate and challenging to comprehend. Building trust and comprehending how the system generates its outputs depend on ensuring openness and explainability in AI-driven decisions. 

A comprehensive strategy that strikes a balance between technical breakthroughs, moral considerations, and human judgment is needed for the responsible application of generative AI in software testing. It entails ongoing observation, verification, and human control to guarantee that AI-driven choices comply with moral standards and legal requirements.

Last Remarks:

Software testing is changing, and generative AI is increasing the productivity and efficiency of QA teams. In order to maintain competitiveness and produce software products of superior quality, enterprises must adopt this technology. Generative AI will play a crucial role in testing in the future as the software testing sector continues to develop. Using generative AI techniques is where automated software testing is going to go. This will create new avenues for increasing software quality and automating software testing.

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Growth is necessary to remain competitive and stay relevant as a business. However, while expansion can be an exciting time, it can also be daunting, especially if you grow too quickly and don’t lay out a strategic plan. 

If you want your growth to be successful, you’ve got to know when it’s the right time and how to go about it by making informed decisions that ensure viability and the long-term health of your company. 

This article will provide a guide for expansion, offering insights into knowing when it’s time to expand as well as key considerations for your growth strategy to help propel your business forward.  

Signs it Might Be Time to Expand Your Business

Expanding too quickly when your business isn’t ready can backfire. When this happens, it puts a strain on resources, which can compromise the quality of products and services and weaken financial stability. As such, it’s crucial to carefully evaluate your situation to determine if you are ready to take on any growth. 

These are some of the most common signs that may indicate growth readiness:

• You have a loyal customer following; 
• Demand for your products or services is steadily rising;
• You’ve outgrown your space;
• You have more business than you can handle;
• You are getting too comfortable and might be passing up opportunities;
• You feel out of touch with the rest of your industry and competitors, because they are ahead.

You can also look at the future forecast for your industry. If data shows your market is expected to experience growth, then this might indicate that it’s a good time for you to consider expanding.

Growth Strategy Considerations

An effective and successful growth strategy takes time and careful planning. One wrong move could end up setting you back. As excited as you might be to take your business to the next level, it’s important to go slow and carefully evaluate every decision you make along the way to avoid any pitfalls. 

1. Set Appropriate Goals

It’s important to clearly outline your goals for growth, and this begins with a thorough evaluation of your business’s current situation. Even if the above-listed signs are true for you, it’s still important to carefully evaluate your performance and resources to ensure you are in a good position to start expanding. 

Identify your strengths and weaknesses as well as any potential threats or risks you might face by taking on an expansion. You can then create an action plan. 

Some examples of things you might want in your goals and action plan include:

• Adding new products or services;
• Growing your marketing team;
• Expanding to new locations;
• Growing your sales revenue;
• Growing your customer base to include new audiences or new target markets.

Creating this plan will enable you to manage and track your progress along the way to ensure the decisions you are making are in line with your end goals.

2. Conduct Market Research

Conducting market research will give you key insights into your target audience so you can better position your company for growth. For example, if one of your goals is to add new products or services, market research can help you identify what products or services would be the most well-received by your audience. 

Some questions to ask when you are conducting this research can include:

• What are the demographics of the consumers who buy my product?
• What are their preferences or interests?
• What are their pain points or what problems do they have that I can help them solve with my products or services? 
• How can I connect more with my target audience to create better customer experiences?

Market research also includes looking into general market trends for your industry, such as market size, demand, and growth trends. This can help you better understand how your market is currently functioning and if there is going to be continued or increased demand for the things you sell in the future. 

3. Grow Your Team With the Right People

Many people think the key to success is making more money when in truth, it’s about hiring the right people to help you achieve your goals. Having a solid team of employees with the right skills can make a huge difference in how your business operates and how successful you are at delivering quality products and services that bring in more revenue. 

When you start planning your expansion, hiring the right people should be high on your list of things to do. You not only want to hire people who have the skills you need, but you also want people who see your growth vision, are in alignment with your goals, and will be excited and dedicated to helping you achieve success. 

4. Find the Right Location

If your expansion goals include opening a second location, it’s important to take your time finding the right spot. A new brick-and-mortar location can quickly eat up a lot of your funds. So it’s a good idea to take time to shop around to make sure you are finding the ideal spot that will help you increase your revenue. 

If you want to test out a new location without breaking the bank, here are a few tips:

• Try opening a temporary pop-up to see what business would be like in the location you have your sights on. 
• Collaborate with another company and try co-retailing to spread out the costs.
• Consider a business-on-wheels, like a retail truck so you can easily try out multiple different locations. 

If you don’t think you have the funds for a permanent second location, you could always put your focus on expanding your business online. eCommerce businesses are booming and this is a great way to reach new audiences without having to open a second physical location.

5. Measure and Monitor Your Progress

Finally, as previously mentioned, tracking and measuring your progress is key to a successful growth strategy. Ideally, your business should already be using key performance metrics before you expand, but if you haven’t, now is the time to start. 

Key performance metrics offer you insight into crucial areas of your business that could affect your ability to sustain new growth, such as employee turnover rate, revenue growth, inventory turnover, and customer acquisition cost. 

You can also use metrics to track your progress once you start expanding, such as new sales, new customer acquisitions, ROI, and customer feedback. Looking at these numbers can help you identify if what you are doing is working or if you might need to adapt and make some changes to help you get back on track with your growth goals. 

In Summary

Expanding a business comes with its risks, but those risks are often worth it if you are well-positioned for growth. As long as you carefully evaluate the state of your business and have the resources and capital you need, as well as the right tools and the right team to help you achieve your goals, then there is no reason why your expansion won’t be a success.

Featured image by Alena Darmel

The post Navigating Expansion: How to Determine if it’s the Right Move for Your Business appeared first on noupe.

With its ability to reach diverse audiences at the same time, TikTok can propel your branding game using various TikTok audience engagement strategies. 

It’s a savior of many small businesses, creators, and daily vlog makers.  According to a report, it has around one million active users. In the US, the majority of them are 18-19 years of age and middle-aged adults constitute 56%. 

In fact, It’s becoming the marketer’s dream platform in 2024 but why? Let’s find it out here in this blog. 

Key Features Making TikTok Ideal for Marketers

If you are wondering why Tiktok is becoming the ideal platform for marketers, take a look over some of its features:

Short-form Video Content

The inception of short-form video content has changed the way a brand connects with its audience. It’s very convenient to use and share your art and talent with this world. 

Due to the busyness and franticness of life, the level of individuals’ attention span has diminished. They tend to prefer short videos because they are easily accessible. Meanwhile, various social media networks have also adopted this approach; for example, Instagram introduced reels as an alternative, and YouTube added shorts.

User Engagement

TikTok has the highest user base in comparison to other social media platforms. When it comes to Android device users, the majority of them spend 95 minutes on an average per day on TikTok, following YouTube with 74 minutes, and then Instagram with 51 minutes. 

With such a huge user base, it’s not difficult to market your brand and find the right people to connect with. At the same time, the freedom to post and create trend-driven marketing content makes TikTok a wonderful choice for marketing. 

Creative Tools

“If it doesn’t sell, it isn’t creative” – David Ogilvy 

The beauty of TikTok is that you do not require many resources to build your content; it already has a lot of video creation tools. By emotionally charging content and merging it with music, marketers can generate interactive media to high standards.

Ultimately, it helps to attain your goal of boosting your brand’s visibility by fostering community participation and uniquely engaging with the audience. 

Hashtag Challenges

The inclusion of hashtag challenges in TikTok enables you to promote your brand most conveniently. Being a creator, all you need to do is set up a particular hashtag and ask others to post videos using the same hashtag. This works as a trendsetter where other TikTok users can generate their content and endorse your brand in their videos. 

Doing so can provide a rapid boost to brand awareness and visibility. This is a brilliant TikTok audience targeting strategy to drive user engagement and spark others’ interest in your brand. Another positive effect of a successful hashtag challenge is the ability to go viral. This is also a brilliant way to get your brand noticed by prospects. 

Influencer Marketing 

There are plenty of influencers on TikTok who can promote your brand at some nominal charge. Either you can target multiple nano-influencers working on the same niche as you or find a trustworthy and popular one but be prepared to pay a large sum of money for him. 

Brand Effects

Brand effects are customized effects sponsored by brands that comprise various brand elements to meet your particular needs. This feature has served the purpose of brand awareness and pushing promotional activities on TikTok. 

Beyond the Buzz: Why TikTok is a Marketer’s Dream

For a marketer, choosing the right branding strategy and tool is as much as important as having the appropriate content. That’s when TikTok comes into play! 

It serves as a strong foundation for marketers while saving their time and resources. Now, forget about using video maker tools and spending hours on them to create content. TikTok can do it for you within a few minutes by blending creativity and putting the right elements in place. 

Positive ROI for marketers

Marketing is gambling! Because You never know if your potential customers will love your products or services. 

Like, if we take the data of 2023, 78% of small businesses got a positive ROI. Among them, 75% of them received the return within six months. Thus, don’t take TikTok lightly as it can serve as a go-to resource for your marketing needs.

Get deep Insights with TikTok Analytics

TikTok simplifies the process of measuring the performance of your brand without putting any additional burden on your pocket. It provides some significant information about the audience like their demographics, age, gender, and a lot more. Knowing these metrics aids in personalizing the content. 

Once you become aware of who is following you or what kind of content they like and hate, it becomes easier to come up with data-driven engaging content. This gives a push to your TikTok page and allows you to expand your reach to a wider audience. 

Advertise Yourself or Your Brand

TikTok for business has eased the task of promoting and growing your brand. Now, you can create ads and share them with 885 million people. Yes, you heard it right! TikTok ads are capable of reaching such a huge number of people in a very limited period. 

If your content is powerful and captivating to the eyes of the audiences, you can expect the reach of 1.9 billion users with TikTok ads as claimed by the Global Digital Report from Kepios. 

Have a check on the image below to see the current trend of the amount earned by TikTok with ad spending. It indicates how businesses have kept relying on TikTok ads in the past 5 years to grow their brands.

Source

Conclusion

No doubt, why marketers around the world are fond of TikTok and its unparalleled capabilities. It can help your brand to accomplish your goals and attain positive TikTok ROI for marketers. 

Considering the current inclination of people over short video content and the user base of TikTok, choosing it for your branding needs can pay off in the long run. 

In the end, you can use various TikTok viral video tactics to promote your content. Remember, anything can go viral on it so just be consistent and keep tracking the performance of your page. If the growth slows down, you should start a little bit of experimenting with your content. 

Let us know your views about TikTok in the comments or share your experiences. Feel free to drop your queries too as we would love to assist you further.

Featured image by Solen Feyissa on Unsplash

The post Why TikTok Has Become the Dream Platform for Marketers in 2024? appeared first on noupe.

Everyone knows that the continuous advancement in Artificial Intelligence has taken over numerous fields of human life, and business is one of those fields. 

With the advanced capabilities, AI has not only streamlined the routine tasks for employees but also provided companies with the opportunity to quickly grow online. 

In this blog, we are going to explain some of the major ways through which Artificial Intelligence is transforming modern businesses. Along with this, we will also discuss some useful AI-powered tools that brands can consider using.   

Ways in Which Artificial Intelligence in Transforming Businesses

Below we have discussed several ways through which AI is transforming businesses all around the globe. 

By Automating Routine Tasks:

No matter if it is a small or large business, it will definitely have some routine tasks. 

For instance, performing data extraction from invoices, or any documents and then updating the information in the company’s database is a routine task. Additionally, creating valuable content to promote business online is also a regular task.

And performing those tasks manually with humans will not require a good amount of time, but also contains a chance of error. 

Fortunately, AI has solved this problem. Several AI-based data extraction and content creation tools will automatically get the job done within seconds without compromising on accuracy and quality. 

By Providing Assistance in Decision Making

Decision-making is highly crucial for any business, a single decision can either result in significant growth/profit or a sudden loss. Due to this reason, you may have seen organizations spending a good amount of time on decision-making. Some companies even hire expensive professionals to make critical decisions. 

Thankfully, after the recent advancements in Artificial Intelligence, that’s not the case now. The AI-based tools or solutions are allowing organizations to quickly make informed decisions with ease. Let us explain how AI contributes to decision-making. 

Artificial Intelligence tools have the ability to quickly scan large amounts of data to predict future trends and provide a plan of action. This will eliminate the need for businesses to hire special professionals or spend time and effort to make accurate decisions. 

24/7 Customer Support

Providing top-notch customer service is one of the main priorities of every business out there. To fulfill this requirement, companies have to be available 24/7 to address customer’s queries, questions, or problems. For this, companies have to hire representatives for both day and night shifts, this will definitely increase the overall cost. 

Apart from this, there are also chances that the representatives may be on leave, affecting the overall customer service flow. 

The good news is AI can also help in this regard. There are numerous AI-powered chatbots available online that businesses can consider integrating with their website, or any other platform. The chatbots will provide responses to customer’s queries in a human manner 24/7. 

So, now there is no need for businesses to hire additional customer service representatives, saving overall costs and allowing them to focus on other necessary tasks.    

Increasing the Overall Productivity & Efficiency

Productivity and working efficiency are considered essential for organization employees. Both these play a key role in the success of a company.  

When most of the routine tasks are automatically performed with AI, this will not only result in saving a significant amount of time and effort but also maximum accuracy. Moreover, saving time and effort will encourage the employees to work at their full potential and concentration. 

This will then result in a perfect working environment as well as maximum company growth – which are the main objectives of every business out there.   

Interview Scheduling

Finally, organizations often have to hire employees to scale up. Obviously, during the recruitment process, they have to both schedule and keep track of applicant’s interviews. 

Performing both these tasks by a real person will definitely require a lot of time but also increases the overall chances of mismanagement. However, this issue can be easily avoided by utilizing Artificial intelligence tools. 

There are numerous AI-powered scheduling tools available that will automatically schedule and monitor the applications of candidates, streamlining the overall recruitment process. 

After going through all these ways, we think you may have an efficient idea of how AI is transforming modern businesses. 

Best AI-powered Tools That Businesses Should Use

Below are some of the best AI-based tools businesses can consider using.

1. ChatGPT

ChatGPT is a widely known AI-based tool. This tool can assist online brands in several ways. For instance, it can help in creating personalized marketing strategies for the targeted audience and in the creation of any type of content (blogs, emails, newsletters, e-books, etc.) in no time. 

This will eliminate the need for businesses to spend valuable money on hiring professional content writers. Apart from these, there are several other ways as well.

To use this AI tool, companies just need to provide instructions about the task they want the tool to perform. To demonstrate this, check out the attachment below.

Additionally, it has the ability to understand and respond in almost any language, this ability makes it highly suitable for worldwide companies. 

2. Bing AI Image Generator

We all know, online brands often have to create high-quality visuals either for their products or for the content they are creating. In the old days, organizations had to higher professional graphics designers for the creation of high-quality visuals for them.

But that’s not the case now, all thanks to Bing AI Image Generator. The tool is a product of Microsoft and operates on advanced technologies that allow it to create high-resolution images within a matter of seconds. 

To explain, we asked it to create an image of the leather jacket. The output we got can be seen in the attachment below. 

As you can see, the tool has generated high-resolution pictures according to our input. Unlike ChatGPT, this AI image generator is completely free to use, which means companies can make use of its unlimited times without facing any usage restrictions. You can check out some more AI image generators here.

3. AI Summarizer

Creating short product descriptions, emails, or summaries of marketing content is also a routine task. And this AI-powered summarizing tool will help them to quickly and accurately get the job done. 

The tool operates on advanced Natural Language Processing (NLP) and Machine Learning (ML) algorithms. These first efficiently understand and identify the main points or sentences in the given text and then generate a concise version.  

One notable feature is that the tool offers an adjustable summary length feature through which companies can create summaries or descriptions of their desired length. The less length you select in terms of percentage, the more concise the output tool will generate. 

To demonstrate this, we condensed some marketing content with this tool, the results can be seen in the attachment below. 

So, the tool automatically shortens the given content without causing any harm to its original meaning and quality. Moreover, this AI summarizer has the ability to perform summarization in seven different languages. 

4. Authentic AI

This is an AI-based decision-making tool. It quickly analyzes large amounts of data using Natural Language Processing (NLP) and provides useful insights about it within seconds. Along with this, it also provides future trends and recommends approaches or strategies that companies should follow. All these will then assist the organizations in making informed decisions. 

It offers solutions for product-based analysis, marketing analytics, ERP reporting, and WooCommerce analytics. 

Moreover, this tool supports integration with a variety of data sources including WooCommerce plugins, SQL databases, files & sheets, data warehouses, and many more. 

The good thing is that it is available in both and paid versions. The paid version includes multiple plans (starter, Pro, & Enterprise) to serve users with different budget requirements. 

Final Words

The advancements in Artificial Intelligence have completely changed the field of business in many ways such as automation of routine tasks, 24/7 customer support, and many more. In this article, we have explained the major ways in detail, along with this we also discussed some useful AI-based tools that businesses can consider using.

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If you are someone who is trying to generate more and more leads and wants to quickly convert them into paying clients, you are not alone. There are many of us doing the same. So what makes you different from the others? 

Well, the simple answer for this would be quality of work.

But now the question comes that if you cannot convert their lead into a client, how can they then show them the work quality?

Well, it is through their smooth pre-sale process aka lead pipeline process.

With the right tool and strategy, you should streamline the process from initial lead contact till the time they close the deal. 

In this blog, I’ll share just the same thing on how Jotform, an online form builder, can quicken your lead-to-client turnaround time through simple step-by-step automation.

Understanding the Lead Pipeline

Before we dive into the specifics of automation, I will first briefly outline the four stages of the lead pipeline. It begins with:

1. Lead Generation aka Appointment Scheduling: This is where your leads find your offer and fill in their project requirements. On websites, this could be the lead generation form for appointment scheduling.

2. Proposal Creation and Signing: After your first discovery call, you prepare a custom proposal for the lead, showing them your product or service and how you can help solve their problems.

3. Invoicing and Payment: This step comes after the lead accepts and signs your proposal and now wants to pay you to begin the work.

4. Questionnaire for Project Kickoff: This is the time to get started! After getting paid, you send clients a questionnaire to gather project details and get them onboarded.

5. Follow up after Project Kickoff Meeting – This step comes after the project kickoff call to ensure the client has everything they will need for the project duration.

It’s important to understand that these steps can vary from one business to another. 

Initially, we all handle these tasks manually. However, as we grow and aim to expand our businesses, automating these processes becomes essential. Doing so not only saves time but also creates a smooth project experience for our leads, ultimately enhancing their trust in our services.

Automating the Lead Pipeline 

Now comes the fun part – How you can automate the lead pipeline process by simply using a single tool called, Jotform.

1. Lead Generation aka Appointment Scheduling

The first step in nurturing leads is scheduling a discovery meeting where we try to understand their project requirement. 

Jotform simplifies this process by allowing you to create customized scheduling forms using the Appointment element inside Form Builder. These forms can be embedded on your website, enabling leads to select convenient meeting times from your available slots. What’s more is that it integrates with Google Calendar and this way you can avoid double booking at all times.

Thereby eliminating the back-and-forth of scheduling emails and saving time. 

Automate

Meeting Reminders – To reduce the likelihood of no-shows and missed opportunities, set up automated reminders to be sent to both parties before the meeting. Pro-tip – Choose multiple reminder emails if the meeting is scheduled weeks in advance.

2. Proposal Creation and Signing

After you conduct the discovery call wherein the client conveys their project requirement to you, the next step is to create a proposal offering them solutions on how your product or service can help in solving their problem. 

With Jotform, you can create professional-looking proposals and customize them to include your branding and relevant details. But here’s the best part, you can also get digital signatures on them and keep it locked using their signature element in Form Builder. 

Thereby saving clients time by not downloading the PDF, signing, scanning, and uploading the proposal.

Automate

1. Automated Email – After the client signs the proposal, schedule an email showing your excitement. This will make sure they feel welcomed.

2. Invoicing and Payment – To go one step ahead, you can set up automation redirecting the clients from the proposal acceptance form to the invoice and payment form (covered in the next point) once they have signed it. This makes sure everything moves along smoothly from saying “yes” to actually clearing the invoice.

3. Invoicing and Payment

Once the proposal is accepted, it’s time for ‘cha-ching’!

With Jotform’s integration with leading payment gateways such as PayPal, Stripe etc, your clients can easily make payments for the services in one go. What’s more is that if you work on monthly retainers, you can even set up subscriptions, ensuring you get the payment right on time without any need for reminders.

This simplifies the entire invoicing and payment process, ensuring convenience for both you and your clients. 

Automate

1. Automated Email – After you receive the payment, schedule the payment confirmation email to your clients with the invoice attached.

2. Questionnaire for Project Kickoff – Automate the project questionnaire to be filled (covered in the next point) before the project kickoff meeting to be sent a day after receiving the payment.

4. Questionnaire for Project Kickoff

The next step after you receive the payment is to get the project kick-off questionnaire filled out and schedule the meeting. 

With Jotform, you can create custom questionnaires that capture important details about the project and send them to the client using a link. Once the client clicks on this link and starts filling up the form, their responses are automatically recorded along with additional PDFs or images they may want to upload.

Automate 

1. Set up the questionnaire deadline – To ensure the project kicks off on schedule, set a time limit to the questionnaire beyond which the questionnaire link will get closed.

2. Automated Email – After the questionnaire is filled, schedule an email with the appointment scheduler link to book the project kickoff meeting time with you.

5. Follow up after Project Kickoff Meeting

Maintaining client communication after meetings is crucial for building rapport and fostering long-term relationships. 

Jotform enables you to schedule automated follow-up emails after client meetings which can include additional resources or links to important information they may require throughout the project. 

This ensures your client stays engaged with you at every step of the way.

Conclusion

By automating tasks like Appointment Scheduling, Proposal Creation and Signing, Invoicing and Payment, Questionnaire for Project Kickoff, and Follow-up after Project Kickoff Meeting, you can not only streamline your workflow and save time but also enhance credibility and improve the client experience.

Whether you’re a freelancer or a large enterprise, Jotform‘s features and user-friendly interface make it an invaluable tool for optimizing and fastening your lead pipeline.

Need my assistance along the way? Feel free to schedule a time to connect with me here.

Featured image by Jotform

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